Charitable gift annuities (CGAs) shows People Sitting Around a Poster on the Floor that Talks about Charity, Hope, and Giving.

January 3, 2023

Presented by Ben Murphy, CPA, PFS™, CPFA® : Charitable gift annuities (CGAs) are an arrangement between a donor and a nonprofit organization where the donor receives a regular payment for life based on the value of assets transferred to Read More...
Multiple people putting coins in a piggybank inCrowdfunding

August 22, 2022

Presented by Kevin M. Curley, II, CFP®: As fall quickly approaches, so do the seasons of giving thanks, giving gifts, and for many, giving back. In Read More...
Senior older female executive CEO and happy multicultural business people discuss private foundation at boardroom table.

May 2, 2022

Wondering if a private foundation is the right avenue for you? Learn more about the different types and how to establish one. Presented by Kris Read More...
Global Wealth Advisors’ Tom Kennedy Elected to United Against Human Trafficking Board Members.

July 30, 2021

Seeking to end human trafficking through exploitation prevention, community education, and empowering survivors Global Wealth Advisors Managing Read More...
Charitable Giving Incentives depicts sign that says to make this world better.

December 30, 2020

Presented by Gerard Longo, AIFA®, CPFA®: With many individuals and families facing catastrophic hardships because of the COVID-19 pandemic, Read More...
Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: December is the year-end “giving season,” when many people consider using their Read More...